Redtail Technology Bewertungen & Produktdetails

I love that it have workflow that ensure we complete every necessary steps, convient to add task automatically after log a note, and the best is ability to view everyone's scheudle in one place. Bewertung gesammelt von und auf G2.com gehostet.

I dont like that it doesnt link to spouse automatically while logging a note. We like to have all notes in one place without switching client's name to find information in notes that we need. Bewertung gesammelt von und auf G2.com gehostet.

Redtail makes it very easy for me to keep information in one place. Whether looking at one household or all of my business together, I can get to the info I need quickly and easily. Bewertung gesammelt von und auf G2.com gehostet.

I dislike that I am not able to go in and edit notes that have been created. Bewertung gesammelt von und auf G2.com gehostet.

Easy to use and efficient in managing contacts and calendar Bewertung gesammelt von und auf G2.com gehostet.

Email attachments that are journal have to be looked up in the document section. Would like to be able to link to the attachments from the emails that are saved. Bewertung gesammelt von und auf G2.com gehostet.

I like the userability and functionality Bewertung gesammelt von und auf G2.com gehostet.

can be not as progressive at times. I wish it had more features that will help in my business Bewertung gesammelt von und auf G2.com gehostet.

Redtail is always working to keep their product updated with all the changes that occur in our business. They are very responsive if we need guidance. Bewertung gesammelt von und auf G2.com gehostet.

Downside of Redtail is that there are so many changes and it is hard to keep up with them. In addtion, i don't beleive we are utilizing all we could with what Redtail has to offer as we probably need more training. Bewertung gesammelt von und auf G2.com gehostet.

Its a great way to keep you business in line with creating tasks and workflows so things do not fal throught the cracks

Its great fro running reports off tag groupd and UDF's and Keywords

Customer support is very efficient

We operate our whole line of business through the CRM database Bewertung gesammelt von und auf G2.com gehostet.

I know we have a few but cant think of them now -- I can follow up with an email

but not a lot -- for the most part it rund very good Bewertung gesammelt von und auf G2.com gehostet.

Works, support is available if needed. Solid platform. Bewertung gesammelt von und auf G2.com gehostet.

Sometimes help line can be a bit of a wait. Bewertung gesammelt von und auf G2.com gehostet.

Convenient to use, easy and simple tool. Bewertung gesammelt von und auf G2.com gehostet.

Nothing for me, so far. I dont know what else Bewertung gesammelt von und auf G2.com gehostet.

Occasionally, I have had to change computers or set up email accounts for new employees and absolutely rely on customer service to help.

Sometimes when I haven't run a particular report, it's nice to just be able to call and have someone guide me through. In general , it is very easy to run Reports. Bewertung gesammelt von und auf G2.com gehostet.

The only thing I don't like is that Retriever for Imaging is no longer available for use. Bewertung gesammelt von und auf G2.com gehostet.

1. Workflow optimization

2. Automations to start workflows

3. Easy to Build Templates for notes, activities, workflows

4. Lots of integrations

5. Amazing chat support Bewertung gesammelt von und auf G2.com gehostet.

I am not a fan of the opportunities tab and believe it needs updating Bewertung gesammelt von und auf G2.com gehostet.